Cbiz Intrinsic Value Calculation – CBIZ Acquires American Pension Advisors, Enhancing Retirement Plan Consulting Services
July 6, 2023
🌥️Trending News
CBIZ ($NYSE:CBZ) (NYSE: CBZ) announced on Wednesday that it has acquired American Pension Advisors, a full-service retirement plan consulting provider. This strategic acquisition became effective as of July 1, and will expand CBIZ’s presence in the retirement plan consulting and actuarial services industry. CBIZ is a financial services company with a variety of services and products to meet the needs of businesses and individuals. The acquisition of American Pension Advisors will enhance CBIZ’s existing retirement plan consulting services and allow the company to offer a greater range of advice and expertise to its clients. Specifically, it will expand the company’s offerings to include actuarial services, drawing on the expertise of American Pension Advisors’ experienced team of professionals. This acquisition is only the latest in a series of moves that CBIZ has made to bolster its retirement plan consulting services.
In addition, it is part of the company’s larger strategic plan to expand its services to best meet the needs of its clients. With the addition of American Pension Advisors, CBIZ is well-positioned to provide more comprehensive advice and service to its customers as they plan for their retirement.
Price History
This move is expected to enhance CBIZ‘s retirement plan consulting services by leveraging APA’s extensive knowledge and experience in the industry. Following the news, CBIZ stock opened at $53.4 and closed at $53.5, marginally down by 0.2% from its last closing price of $53.7. The addition of APA is expected to further strengthen CBIZ’s presence in the retirement plan consulting services market. This will enable the company to increase its revenue streams as well as expand its customer base. Live Quote…
About the Company
Income Snapshot
Below shows the total revenue, net income and net margin for Cbiz. More…
| Total Revenues | Net Income | Net Margin |
| 1.47k | 120.39 | 8.1% |
Cash Flow Snapshot
Below shows the cash from operations, investing and financing for Cbiz. More…
| Operations | Investing | Financing |
| 132.51 | -63.48 | -126.01 |
Balance Sheet Snapshot
Below shows the total assets, liabilities and book value per share for Cbiz. More…
| Total Assets | Total Liabilities | Book Value Per Share |
| 2.04k | 1.27k | 15.34 |
Key Ratios Snapshot
Some of the financial key ratios for Cbiz are shown below. More…
| 3Y Rev Growth | 3Y Operating Profit Growth | Operating Margin |
| 15.6% | 20.0% | 11.8% |
| FCF Margin | ROE | ROA |
| 8.2% | 14.6% | 5.3% |
Analysis – Cbiz Intrinsic Value Calculation
At GoodWhale, we recently conducted an analysis of CBIZ‘s wellbeing. After a careful evaluation of the company’s financials and market position, we have determined that CBIZ’s intrinsic value is around $48.0. This is calculated by our proprietary Valuation Line, which uses a combination of industry and historical market data to determine the true value of a company’s stock. Currently, CBIZ stock is trading at $53.5, a fair price that is overvalued by 11.4%. More…
Peers
Its competitors include Countplus Ltd, Dalrada Financial Corp, and Ince Group PLC.
– Countplus Ltd ($ASX:CUP)
Plus Ltd is a market leader in online retail. The company has a market cap of 70.87M and a ROE of 7.78%. Plus Ltd offers a wide range of products and services, including clothing, footwear, accessories, and home décor. The company has a strong online presence and offers a convenient shopping experience for its customers. Plus Ltd is a trusted brand and has a loyal customer base. The company is well-positioned to continue its growth and drive shareholder value.
– Dalrada Financial Corp ($OTCPK:DFCO)
Dalrada Financial Corp is a publicly traded company with a market cap of 10.58M as of 2022. The company has a Return on Equity of 3.48%. Dalrada is a provider of healthcare and business solutions. The company operates in two segments: Healthcare and Business Solutions. The Healthcare segment provides healthcare products and services to individuals and businesses. The Business Solutions segment provides business solutions to businesses.
– Ince Group PLC ($LSE:INCE)
Ince Group PLC is a professional services firm with a focus on the legal sector. The company has a market capitalisation of 15.12 million as of 2022 and a return on equity of 6.16%. Ince Group PLC provides a range of services including corporate law, commercial law, tax law, and litigation. The company has a strong presence in the UK and Europe and is expanding its operations globally.
Summary
CBIZ has recently acquired American Pension Advisors, a provider of full-service retirement plan consulting services. This marks CBIZ’s continued growth in retirement plan consulting and their investment analysis services. Their team of experienced advisors provide comprehensive planning to help clients create a retirement plan that meets their needs.
Their services include asset allocation, portfolio construction, risk management, performance analysis, and compliance monitoring. With the experience and resources of American Pension Advisors, CBIZ is positioned to serve their clients with a wide range of retirement planning expertise.
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